HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

Electronic Signature & Document Processing Software/Supplier: Keylu

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Cashflow

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Timeline

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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

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Wealth Practice Management Systems Supplier/Software: futureform

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Marketing and Client Engagement Systems Supplier/Software: Lumiant

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REGTECH SUPPLIER/SOFTWARE: BATsoftware

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OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications
Smarter Communications

INSIGHTS:

Insights from ‘ T3 – Technology Tools for Today’ 2023

by | 29th March 2023 | Uncategorised | 0 Comments

Insights from:"Always on my must-attend conferences list, T3 2023 did not disappoint. Here is my summary of pitches and updates from frond attending the show and don’t miss at the end, words from Joel Bruckenstein & Marie Swift who do so much to make this one of...
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EATT 23 Demo – Intelliflo

by | 20th March 2023 | EATT 2023, EATT Conference, EATT23 Disturbance Demos | 0 Comments

EATT 22 Disturbance Demo - Personal Finance Portal by IntellifloSynopsis: Last year intelliflo was the winner of a best-in-show award with their disturbance demo on intelliflo planning. This year TC will be showcasing the refreshed personal finance portal and the...
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EATT 23 Demo – Conquest Planning

by | 20th March 2023 | EATT 2023, EATT Conference, EATT23 Disturbance Demos | 0 Comments

EATT 22 Disturbance Demo - Conquest Planning Inc Strategic Advice ManagerSynopsis: SAM (Strategic Advice Manager) is an intelligent assistant that reduces trial & error planning by guiding the user to client-centred outcomes. Remove the fear factor associated with...
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EATT 23 Demo – 7IM

by | 20th March 2023 | EATT 2023, EATT Conference, EATT23 Disturbance Demos | 0 Comments

EATT 22 Disturbance Demo - Retirement Income Solutions by 7IMSynopsis: The RIS has been designed to help advisers answer the most common of client questions – do I have enough money to last in retirement? It gives advisers and their clients a realistic, robust and...
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EATT 23 Demo – Parmenion

by | 20th March 2023 | EATT 2023, EATT Conference, EATT23 Disturbance Demos | 0 Comments

EATT 22 Disturbance Demo - Advisory Models Pro by ParmenionSynopsis: Advisory Models PRO keeps clients on track with their investment strategy simply and easily. It reduces the admin burden of manually gathering client consent As soon as digital consent is received,...
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EATT 23 Demo – Ortec Finance

by | 20th March 2023 | EATT 2023, EATT Conference, EATT23 Disturbance Demos | 0 Comments

EATT 22 Disturbance Demo - OPAL by Ortec Finance“Goal based financial planning & modelling”Synopsis: OPAL's core mission is to help people with investment decisions. OPAL enables advisors to provide timely, insightful and valuable advice at scale. The result is...
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Insights from InsureTech Connect 2022

by | 10th March 2023 | Events | 0 Comments

Insights from InsureTech Connect 2022, Vegas"I was warned before I visited insure tech connect that the scale could be quite intimidating. It is an awesome event although the scale is certainly something else. 2 1/2 really intense days but certainly time well spent."...
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Insights from Riskalyse 2022

by | 10th March 2023 | Events | 0 Comments

Insights from Riskalyse Fearless Investing 2022"Last October, I visited the Fearless Investing conference for the first time. Aaron Klein deservedly has a reputation as one of the nicest guys in the financial services industry, indeed, the whole Riskalyze team are...
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Insights from Festival of Financial Planning 2022

by | 10th March 2023 | Events | 0 Comments

Insights from Festival of Financial Planning 2022The Festival of Financial Planning organised by The Personal Finance Society, is the U.K.’s premier event for financial advisers. It took place for the second time on 1st & 2nd November 2022. 3000 advisers delegates...
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Insights from FutureProof festival 2022, California

by | 10th March 2023 | Events | 0 Comments

Insights from FutureProof Festival 2022, Huntington Beach California"Attending financial advice and technology conferences around the world has been a big part of my life for the last decade, but I’ve never been to anything quite like Future Proof! A combined...
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